Position in BAX
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$14,582
+$3,091 QoQ
Shares Held
684
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#516
of 682 holders
Holding Since
Mar 2020
26 quarters on record
Common Shares in BAX Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026Geneos Wealth Management Inc. holds $3,802,926 across 12 Medical Instruments & Supplies names. BAX ranks #7 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
4,805 | $1,910,852 | |
| 2 | WRBY |
Warby Parker Inc.
|
27,089 | $821,880 | |
| 3 | BDX |
Becton Dickinson & Co
|
4,513 | $682,952 | |
| 4 | COO |
Cooper Companies, Inc.
|
3,052 | $218,858 | |
| 5 | SOLV |
Solventum Corp
|
1,186 | $91,499 | |
| 6 | ATR |
Aptargroup, Inc.
|
233 | $29,171 | |
| 7 | BAX |
Baxter International Inc
This page
|
684 | $14,582 | |
| 8 | ALGN |
Align Technology Inc
|
71 | $11,974 |
All Filings in BAX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,582 | 684 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $11,491 | 684 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $13,453 | 704 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $15,916 | 699 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $23,527 | 777 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $15,163 | 443 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $24,202 | 830 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $44,462 | 1,171 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $9,165 | 274 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $9,488 | 222 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $8,389 | 217 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $7,359 | 195 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $8,428 | 185 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $7,503 | 185 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $1,070 | 21 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $915 | 17 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $172,136 | 2,680 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $210,676 | 2,717 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $314,002 | 3,658 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $239,761 | 2,981 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $233,611 | 2,902 | Shares | Sole | 2021-07-08 | |
| 2021-03-31 | $270,225 | 3,204 | Shares | Sole | 2021-06-17 | |
| 2020-12-31 | $257,088 | 3,204 | Shares | Sole | 2021-05-19 | |
| 2020-09-30 | $266,270 | 3,311 | Shares | Sole | 2021-09-07 | |
| 2020-06-30 | $378,409 | 4,395 | Shares | Sole | 2021-09-07 | |
| 2020-03-31 | $340,592 | 4,195 | Shares | Sole | 2021-09-07 | |
| No filing history on record for this holder in this stock. | ||||||